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Added 10 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 25 mins ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs…
Added 25 mins ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Vaughan Mills
Fox Group Canada Inc.
Vaughan, ON
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 25 mins ago
CA
Senior Marketing & Communications Advisor
Condominium Authority of Ontario
Toronto, ON
- Full-time
Reporting to the Director of Communications and Stakeholder Relations, this role is responsible for creating impactful content across various platforms and channels. This role contributes…
Added 25 mins ago
B
Senior Relationship Manager
BMO
Edmonton, AB · Westlock, AB · Enbridge
- Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 40 mins ago
M
Senior Accountant, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
…unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to…
Added 40 mins ago
M
Manager, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
…unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to…
Added 40 mins ago
M
Tax Preparer
MNP
Oshawa, ON
- Full-time
…in support of our firm’s business operations. As a trusted advisor, you’ll identify challenges, problem solve and drive efficiencies while contributing to the success of our firm and our…
Added 40 mins ago
Advisor, HSE
WSP
AB · Edmonton, AB
Help shape a strong culture of health, safety and environmental excellence across WSP’s business sectors. As an Advisor, HSE, you will partner with operational leaders and project teams to…
Added 40 mins ago
B
Credit Manager
BMO
Sudbury, ON
- Part-time
Acts as a trusted advisor to assigned business/group.
Added 40 mins ago
Operations Recruitment Advisor
Canfor
Acheson, AB
As our Operations Recruitment Advisor, you’ll lead full-cycle recruitment for hourly positions across multiple Alberta operations working directly out of our Spruceland Site in Acheson, AB.…
Added 40 mins ago
JG
Enrolment and Benefits Administrator, CINUP
Johnston Group Inc.
Winnipeg, MB
- Full-time
…administrator training, handling overdue accounts and related reporting, and supporting the continuous improvement of department policies and procedures along with other department…
Added 40 mins ago
MU
Director Enterprise Technology Architecture
McGill University
Montreal, QC
- Full-time
McGill University is seeking a Director Enterprise Technology Architecture, reporting to the Senior Director, IT Governance & Strategic Planning (GSP) to lead the enterprise technology…
Added 40 mins ago
CW
Branch Administrator
CIBC Wood Gundy
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 55 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 55 mins ago
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Financial Advisor - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
We are hiring for a Financial Advisor in our Coventry Hills Branch.
Added 1 hour ago
People and Culture (HR) Partner
Canadian Museum for Human Rights
Winnipeg, MB
Reporting to the Director of People and Culture, the People and Culture Partner (PCP) will serve as a trusted advisor to CMHR leadership on human resource related issues and is a key…
Added 1 hour ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 1 hour ago
AF
Outside Sales Representative
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Red Deer, AB
- Full-time
Reporting to the Director of Edmonton Operations, the Outside Sales Representative will be responsible for giving world-class in-home presentations and closing sales in homes. They will…
Added 1 hour ago
D
Advisor, Business development and sales support
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- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 1 hour ago
MC
Senior Research Scientist
Medical Council of Canada
Ottawa, ON
- $130,000 to $156,000 CAD / year
- Full-time
…physicians are assessed, trained, and supported across the country. Reporting to the Medical Education Advisor, you'll drive a strategic research agenda that strengthens evidence-informed…
Added 1 hour ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration…
Added 1 hour ago
O
Sr. Safety Advisor
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- Full-time
· Incident Investigation and Reporting: Investigating accidents, incidents, and near misses on construction sites, determining root causes, and implementing corrective actions to prevent…
Added 1 hour ago
VC
Senior Talent Acquisition Advisor (Defence and Aerospace)
VTRAC Consulting Corporation (WBE)
Toronto, ON · Greater Toronto Area, Canada
- $80 to $90 CAD / hour
- Part-time
Position: Senior Talent Acquisition Advisor (Defence and Aerospace)
Added 1 hour ago
CO
Supervisor, Revenue Services
City of Whitehorse
Whitehorse, YT
- Full-time
Reporting to the Manager, Financial Services, the Supervisor, Revenue Services provides strategic leadership and operational oversight for the City of Whitehorse’s revenue functions,…

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

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Job details

Pay: The expected annualized base salary range for this role is $60,000-$70,000.
Experience: Minimum 1-3 years experience in a fee-based program
Posting language: English
Posted: Nov 3, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group.

The successful candidate must have sound knowledge of investments markets, strong organizational skills, client-service orientation and ability to work under time constraints.

This is an existing vacancy

Duties and Responsibilities
• Responsible for account data management to ensure accuracy for trading and modeling operations and report dissemination
- Perform data reconciliation between custodial systems and the portfolio management and trading platform
- Manage data transmission workflow; troubleshoot and resolve discrepancies
- Maintain security corporate action processes, ensuring transactions are updated accurately and on timely basis
• Manage workflow and perform trade and modeling operations to support Managed Accounts’ central service activities
- Prepare and setup accounts on the portfolio management system for daily trading
- Track all trading requests received from Investment Advisor teams
- Assist the Managed Accounts trading team where required
- Post-trade review and audit of client holdings compared to assigned model weights
• Responsible for the production and dissemination of quarterly and annual reports ensuring data is accurate and sound

Qualifications
• Minimum 1-3 years experience in a fee-based program
• Strong service orientation that will be reflected in professional client interaction and quality of service delivered
• Experience in portfolio management tools and fee billing systems an asset
• Proficient in Microsoft Office Suite
• Ability to work independently with minimal guidance
• Very thorough and detailed oriented
• Excellent organizational, interpersonal, written and verbal skills
• Ability to work under time constraints in high volume situations
• Flexible, team player, self-starter

Education
• Canadian Securities Course (CSC) completed preferred
• Undergraduate degree in Business preferred

The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

The Managed Accounts Analyst is responsible for account data management, including reconciliation and trading operations to ensure accuracy. They also manage workflow for trade modeling and assist in the production of quarterly and annual client reports.

Requirements

Candidates should have 1-3 years of experience in a fee-based program and strong proficiency in portfolio management tools. An undergraduate degree in Business and the Canadian Securities Course (CSC) are preferred qualifications.

Skills

Account data management
Trading operations
Data reconciliation
Portfolio management
Client service
Microsoft Office Suite
Financial analysis
Workflow management
Trade modeling
Audit
Attention to detail
Organizational skills
Interpersonal skills
Written communication
Verbal communication
Time management

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Managed Accounts
Wealth Management
Trading Operations
Data Reconciliation
Portfolio Management
Fee-based program
Canadian Securities Course
CSC
Business
Corporate Actions
Model weights
Client reporting
Data transmission
Investment markets
Financial services
Microsoft Office
Trading platform
Account setup
Post-trade review
Audit

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